Outcome. Names entered in all caps, all lowercase, or inconsistent casing are converted to proper title case, so emails, exports, and sales collateral display correctly.
Workflow mapEnrollment, branches and actions at a glance
flowchart TD
A[First or last name known, not yet cleaned] --> B[Custom code: title-case first + last name]
B --> C[Set First name, Last name]
C --> D{Company name known?}
D -->|yes| E[Custom code: exception check + title-case company name]
E --> F[Set Company name]
D -->|no| G[Skip]
F --> H[Set Name casing status = Cleaned]
G --> H
When to use it / when not to
- Use it when leads come from sources like trade show badge scanners, chatbots, or old imports that store names in all caps or all lowercase.
- Use it before any personalized email or external-facing export that displays the name to the contact or a third party.
- Do not use it on legal or brand-style company names without a bypass list. Naive title-casing breaks names like "iPhone", "eBay", or acronym companies such as "IBM".
- Do not use it to fix first/last name reversal (names swapped between the two fields). That needs a separate manual review process, not a formatting action.



